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Technology Stocks : Dell Technologies Inc.
DELL 126.59-1.0%2:31 PM EST
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To: rich evans who wrote (172238)1/22/2003 8:18:43 PM
From: kemble s. matter  Read Replies (2) of 176387
 
Hi!!
RE: News story by WSJ on board meeting of HPQ has relevance to Dell. Issue was whether they should get out of PC business. One of directors said why. The business is just a little marketing sizzle plus some legal documents in a file. Everything done by contract manufacturers.(SANM) IBM has already outsourced all their PC to SANM. So has HPQ. Now they are outsourcing their industry standard servers(WINTEL) and soon their standard storage(NAS). So where does that leave dell.SANM makes them cheaper then Dell. SANM-SCI is making these like Dell on a BTO-CTO basis only. Turnaround 48 hours. So Dell is losing any advantage and it becomes a sales and marketing competition only. And the service providers like HPQ and IBM will always spec their own equipment. I think Dell has a problem.

Rich,

Who is making money in the PC business and who is losing
money?... All other companies can only use loss leaders for so long...Perhaps the author of those words would like to explain what happens when other companies cash cows no longer make enough margin to
subsidize the PC business...And, if they exit it entirely...Although this might not be any time soon but...Here is some history:

...notebooks - got in to the business mid 90's - now #1
...work stations - got into the business mid 90's now #1 ...Intel archtecture servers - got into the business late 90's - now #1
...Intel architecture storage - got into the business late 90's, early '00's - ???
...switches - see above
...hand helds - :)
...printers - :)
...NEXT???

Who has the problem? :o)

Best, Kemble
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